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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,595 | $157,296-62.7% | $141,191-58.5% | $152,897-61.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.84% | 64.34%-41.5pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,510 | $5,262-71.3% | $4,736-68.1% | $4,764-68.3% |
| Participant deferral / active EE | $2,817 | $7,111-60.4% | $6,710-58.0% | $5,851-51.9% |
| Admin fee / account holder | $429 | $12,125-96.5% | $10,264-95.8% | $11,599-96.3% |